Institutional Ownership Principal Financial Group Inc (PFG)
This table provides information about the institutional ownership of Principal Financial Group Inc (PFG). We have compiled data on the 938 institutions that hold shares in the stock, with a total of 159 Million shares, which have been reported (via 13F filing form) to have a value of $13.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubp Investment Advisors Sa
|
Oct 04, 2022 Q3 2022 |
6,829
shares
|
$576,845
0.25% of portfolio
|
Q2 2022
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
6,786
shares
|
$573,213
0.09% of portfolio
|
Q3 2025
Added 43.59%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
6,594
shares
|
$556,995
0.03% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
6,579
shares
|
$555,728
0.01% of portfolio
|
Q3 2025
Added 81.84%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 07, 2025 Q3 2025 |
6,462
shares
|
$545,845
0.01% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Jan 12, 2026 Q4 2025 |
6,450
shares
|
$544,831
0.01% of portfolio
|
Q4 2025
Reduced 40.83%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
6,410
shares
|
$541,452
0.02% of portfolio
|
Q3 2025
Added 15.5%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Oct 27, 2025 Q3 2025 |
6,343
shares
|
$535,793
0.03% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 07, 2026 Q4 2025 |
6,299
shares
|
$532,076
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 14, 2025 Q3 2025 |
6,285
shares
|
$530,893
0.0% of portfolio
|
Q3 2025
Added 36.6%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 21, 2026 Q4 2025 |
6,283
shares
|
$530,725
0.0% of portfolio
|
Q4 2025
Added 0.58%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
6,277
shares
|
$530,218
0.0% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
6,231
shares
|
$526,332
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
6,228
shares
|
$526,079
0.02% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
6,200
shares
|
$523,714
0.0% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 13, 2026 Q4 2025 |
6,185
shares
|
$522,446
0.06% of portfolio
|
Q2 2025
Reduced 4.63%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
6,129
shares
|
$517,716
0.0% of portfolio
|
Q3 2025
Reduced 5.4%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
6,128
shares
|
$517,632
0.01% of portfolio
|
Q3 2025
Added 6.28%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
6,123
shares
|
$517,209
0.01% of portfolio
|
Q4 2025
Added 0.11%
|
|
|
Centennial Wealth Advisory LLC
|
Jan 14, 2026 Q4 2025 |
6,060
shares
|
$511,888
0.15% of portfolio
|
Q4 2025
Added 5.23%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
6,049
shares
|
$510,959
0.01% of portfolio
|
Q3 2025
Added 12.08%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jan 21, 2026 Q4 2025 |
5,919
shares
|
$499,977
0.01% of portfolio
|
Q4 2025
Reduced 2.02%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
5,899
shares
|
$498,288
0.02% of portfolio
|
Q3 2025
Added 25.03%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Nov 13, 2025 Q3 2025 |
5,844
shares
|
$493,642
0.03% of portfolio
|
Q3 2025
Reduced 5.28%
|
|
|
Apella Capital, LLC
|
Jan 21, 2026 Q4 2025 |
5,834
shares
|
$492,797
0.01% of portfolio
|
Q4 2025
Added 0.02%
|
|